Marico
Marico Q4 FY25 earnings call: Revenue & Margins
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
India business expects double-digit revenue growth and a gradual pick-up in core category volume growth through FY26, supported by improving rural and urban consumption and easing inflation. Marico expects to deliver double-digit operating profit growth in FY26 and the medium term.
From Marico's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- India business expects double-digit revenue growth and a gradual pick-up in core category volume growth through FY26, supported by improving rural and urban consumption and easing inflation.
- Foods business projected to grow at 25%+ annually with a minimum growth rate of 25-30% next year, scaling beyond the current ₹900-1,000 crore run rate.
- Digital-first portfolio aims to reach 2.5x ARR of FY24 by FY27, with Beardo and Plix targeting over ₹1,000 crore combined ARR in FY26 and double-digit EBITDA margins within 2 years.
- International markets, including Bangladesh, MENA, and South Africa, expected to maintain double-digit constant currency growth with continued market share and profitability gains.
2 more points from Marico's call on revenue
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Profitability & Margins
See what Marico said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Marico has continued to invest aggressively in A&P (Advertising & Promotion), with an 18% increase in FY25 and 35% growth in Q4, focusing on strengthening core franchises and diversifying portfolios.
- Investments are targeted towards accelerated scale-up of Foods and Premium Personal Care portfolios in India, and premium categories in international markets.
- The company aims to build high-growth levers that are margin accretive and reduce commodity exposure over time.
- Project SETU is a current strategic initiative to improve rural direct distribution quality and pan-India rural outlet expansion.
- Digital media buying efficiencies are being enhanced through centralized buying across digital brands like Plix, True Elements, Beardo, and Just Herbs.
2 more points from Marico's call on capex
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Top-ranked in Agricultural Food & other Products
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Marico said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
2 more points from Marico's call on order book
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Marico — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹3.3K Cr, net profit ₹408 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Marico Ltd's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q1 FY26 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
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Frequently Asked Questions
What were Marico Q4 FY25 results?
India business expects double-digit revenue growth and a gradual pick-up in core category volume growth through FY26, supported by improving rural and urban consumption and easing inflation. Marico expects to deliver double-digit operating profit growth in FY26 and the medium term.
What is Marico share price analysis?
Marico currently shows a neutral. The stock trades at a P/E of 59.5 with a market cap of ₹112,337 Cr. Investors should review the full earnings analysis for detailed insights.
Is Marico planning capital expenditure?
Marico has continued to invest aggressively in A&P (Advertising & Promotion), with an 18% increase in FY25 and 35% growth in Q4, focusing on strengthening core franchises and diversifying portfolios.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.